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Littleton, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Security Management, Inc. | Lakewood | CO | 02/2018 | 12/2021 |
| Rocky Mountain Cabinet | Salida | CO | 06/2017 | 01/2018 |
| Renew Fitness & Yoga | Denver | CO | 08/2008 | 08/2020 |
| Kestra Advisory Services Llc | Centennial | CO | 12/2021 | 06/2023 |
| Tonn Financial Planning Llc | Lakewood | CO | 09/2023 | Present |
| Opus Financial Solutions | Boulder | CO | 06/2024 | 03/2025 |
Katherine "Katie" Lewis volunteers her time in the role of "Coach" with the organization, Wings For Widows. She does not sell any products or services and no compensation is associated with this activity. She provides pro-bono financial planning advice to clients who have been recently widowed. This activity accounts for less than 5% of her time during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-09 |
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